AtlasMark Financial, Inc

CIK 0002127120 • 23 13F filings • Apr 22, 2026 – Aug 17, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q4 2021

Q4 2020

Q4 2019

TechnologyHealthcareConsumer DiscretionaryFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $107.8M39 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$307K	0.3%	800 SH	New
APPLE INC	COM	$850K	0.8%Prev: 0.9%	3,828 SH	Increased-488 SH
CHEVRON CORP NEW	COM	$235K	0.2%Prev: 0.3%	1,404 SH	Increased
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$301K	0.3%Prev: 0.4%	4,400 SH	Increased
GLOBAL X FDS	S&P 500 CATHOLIC	$709K	0.7%	10,500 SH	New
HOME DEPOT INC	COM	$495K	0.5%Prev: 0.5%	1,350 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$243K	0.2%	978 SH	New
INVESCO QQQ TR	UNIT SER 1	$23.0M	21.3%Prev: 21.1%	49,000 SH	Increased-1,200 SH
ISHARES INC	CORE MSCI EMKT	$2.3M	2.2%Prev: 1.6%	43,172 SH	Increased+18,097 SH
ISHARES TR	CORE 1 5 YR USD	$4.0M	3.7%Prev: 3.2%	82,383 SH	Increased+31,264 SH
ISHARES TR	CORE DIV GRWTH	$5.5M	5.1%Prev: 5.4%	89,350 SH	Increased+6,161 SH
ISHARES TR	CORE HIGH DV ETF	$3.3M	3.0%Prev: 3.1%	26,854 SH	Increased+3,715 SH
ISHARES TR	CORE MSCI EAFE	$3.3M	3.0%Prev: 2.8%	43,301 SH	Increased+11,063 SH
ISHARES TR	CORE MSCI EURO	$3.0M	2.8%Prev: 2.4%	49,371 SH	Increased+14,644 SH
ISHARES TR	CORE S&P MCP ETF	$8.2M	7.6%Prev: 8.1%	140,397 SH	Increased+115,631 SH
ISHARES TR	CORE S&P SCP ETF	$4.8M	4.4%Prev: 5.4%	45,614 SH	Increased+2,824 SH
ISHARES TR	CORE S&P500 ETF	$14.6M	13.6%Prev: 12.4%	26,048 SH	Increased+3,006 SH
ISHARES TR	CORE US AGGBD ET	$3.7M	3.4%Prev: 2.2%	37,275 SH	Increased+20,232 SH
ISHARES TR	IBOXX HI YD ETF	$1.7M	1.6%	21,568 SH	New
ISHARES TR	MRGSTR MD CP GRW	$643K	0.6%Prev: 0.7%	9,000 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$938K	0.9%Prev: 1.1%	4,700 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$1.8M	1.6%	19,057 SH	New
ISHARES TR	S&P 500 VAL ETF	$3.9M	3.6%Prev: 2.6%	20,302 SH	Increased+7,039 SH
ISHARES TR	SELECT DIVID ETF	$234K	0.2%Prev: 0.7%	1,743 SH	Decreased-2,929 SH
ISHARES TR	SP SMCP600VL ETF	$2.1M	1.9%Prev: 3.1%	21,040 SH	Decreased-3,879 SH
ISHARES TR	US TREAS BD ETF	$2.3M	2.1%	99,309 SH	New
JPMORGAN CHASE & CO.	COM	$236K	0.2%	962 SH	New
LAM RESEARCH CORP	COM NEW	$945K	0.9%	13,000 SH	New
LOWES COS INC	COM	$276K	0.3%Prev: 0.3%	1,183 SH	Increased
MARATHON PETE CORP	COM	$291K	0.3%Prev: 0.4%	2,000 SH	Increased
MICROSOFT CORP	COM	$2.2M	2.0%Prev: 2.4%	5,761 SH	Increased-487 SH
ONEOK INC NEW	COM	$250K	0.2%	2,516 SH	New
ORACLE CORP	COM	$224K	0.2%	1,600 SH	New
QUALCOMM INC	COM	$492K	0.5%Prev: 0.7%	3,200 SH	Decreased-1,000 SH
SELECT SECTOR SPDR TR	ENERGY	$283K	0.3%	3,025 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$4.4M	4.1%Prev: 4.5%	10,400 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$4.2M	3.9%Prev: 4.0%	7,430 SH	Increased
UNITEDHEALTH GROUP INC	COM	$524K	0.5%Prev: 0.6%	1,000 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	1.3%Prev: 1.3%	5,000 SH	Increased

Sold (vs prior filing)

ADOBE SYSTEMS INCORPORATED — $308K
ALPHABET INC — $498K
ALTRIA GROUP INC — $264K
BERKSHIRE HATHAWAY INC DEL — $394K
FIDELITY COVINGTON TRUST — $1.1M
INTEL CORP — $272K
ISHARES TR — $1.2M
ISHARES TR — $953K
LAM RESEARCH CORP — $689K
VERIZON COMMUNICATIONS INC — $261K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001214659-26-012802	—	View
Apr 22, 2026	Q4 2025	13F-HR	0001214659-26-004945	$154.8M	View
Apr 22, 2026	Q4 2024